What are your hours?
Regular Hours: 8am-5pm, Monday - Friday
Summer Hours (Memorial Day – Labor Day): 8am-4pm
I received a letter from the IRS. What should I do?
Stay calm and give us a call. Receiving correspondence from the IRS can be an unsettling experience. We are here for you. The sooner we deal with an issue, the sooner you can relax knowing that your tax situation is settled.
Where's my refund?
Always the question you should be asking. We’ve provided links to the IRS and Oregon Department of Revenue websites under the resources tab that can provide you the best answer.
How long should I keep my tax documents?
We have included a link to the IRS webpage that details record retention requirements in the resources tab of our website. Please keep in mind: The more organized your records are now, the less stressful it will be if you are ever selected for an audit.
Should my company be structured as a Sole Proprietor, LLC or Corporation?
There are benefits and costs associated with each. What is most important to you? Simplicity? Liability protection? Give us a call, send us an email, or schedule an appointment.We’ll help you determine which structure is appropriate for your business.
What effects will the new tax law have on me?
It depends on your specific tax situation. The new law means changes for both personal and business deductions. Some of the biggest changes affect the deductibility of home equity loan interest, state and local taxes, and employee business expenses. Almost all taxpayers will experience some differences in their taxes for the upcoming season. Give us a call, send us an email, or schedule an appointment to review the potential impacts that are specific to you.
What are the tax laws associated with selling my primary residence?
For many people, the sale of their primary residence is one of the largest financial decisions they will ever make. When planned in advanced and structured correctly, your home sale could be entirely tax-free. Give us a call, send us an email, or make an appointment before you finalize the sale of your home.
Why do I need a corporate attorney?
Corporate attorneys should be one of the resources every business owner utilizes to avoid potential pitfalls in the business world. They are a primary source of counsel and business advice. We recommend that you develop an ongoing relationship with your attorney.
Please refer to our “Trusted Partners” tab for attorneys we recommend.
How often should I meet with my CPA?
It’s a good idea to meet with us on at least an annual basis. We preschedule meetings with each of our tax clients, each tax season. This appointment is included with the tax organizer we send out after Christmas every year.If you have a business or experience a significant tax event, we recommend that you meet with us in September or October so that we can facilitate tax planning to help manage your tax liability. We can help you avoid potential pitfalls, mitigate damages, or realize opportunities. We want to be a resource for you.Even if life is normal, we’d still like to check in. Our client relationships are important to us. If it isn’t practical to meet in person, we’re just a phone call away.
IRS: Home page
The belly of the beast. The IRS provides resources and expertise for the tax realm to prepare you before, during and after tax season.
Visit the IRS website here.
IRS: Where's my refund?
Why aren’t you receiving your refund? A look into how the IRS processes tax refunds and why you may not have received yours (yet).
Visit the IRS website here.
IRS: How long should I keep my records?
Piles of unneeded records and papers are the last thing someone running a small business wants. The IRS outlines what records should be kept and for how long to ensure there are no issues down the line.
Visit the IRS website here.
Oregon Department of Revenue: Home page
The Oregon Department of Revenue provides resources and expertise for the tax realm to prepare you before, during and after tax season, specific to Oregon.
Visit the Oregon Department of Revenue website here.
Oregon Department of Revenue: Where's my refund?
Why aren’t you receiving your refund? A look into how the Oregon Department of Revenue processes tax refunds and why you may not have received yours (yet).
Visit the Oregon Department of Revenue website here.
Financial Partners
Bob Jones
Dedicated to providing a personalized client experience by listening to your needs and wants for life's most challenging questions. Want to retire and travel? Want to make sure you have enough money to meet your health care needs? Maybe you're interested in legacy planning for your family and protecting your assets? Bob has the tools and the strategies to help you prepare for a successful financial life.
Allen Herman
Allen Herman (CRD# 2405076) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Clackamas, OR and has over 24 years of experience in the finance industry.
Lou Miller
As a representative of Thrivent Financial, a non-for profit highly regarded for their ethical practices, Lou’s strengths lie in planning investment portfolios and looking ahead to future savings. His goal? Helping clients create financial strategies that build the foundation for a profitable, secure future. His success is based on how well he helps you achieve yours!
Payroll
ADP
ADP offers a range of payroll and HR services, products, integration, and apps for businesses of all sizes and industries.
Paychex
Whether your entrepreneurial flair has taken you down new paths in outdoor recreation or you’ve tapped into the craft brewing industry, all companies can benefit from payroll and HR services from Paychex. These solutions can help give you back more time to focus on growth instead of administrative responsibilities.
Legal
Con Lynch
With 35 years of estate and business planning, Con takes pride in helping other businesses plan for the future. He welcomes the opportunity to open up a conversation with future-focused business owners.
Ker Law Office
Insurance
Gustafon Insurance
Business Insurance
Dee Togikawa
Health Insurance
Jeffery Dunham
Life and Health Insurance
Graphic Design
InkSpot Graphics
"I started my company 10 years ago as a freelance graphic designer. After 10 years, I have established an alliance of reliable vendors that have helped my company grow. It has been to my client's advantage that my company has evolved into a small marketing agency and I in-turn have become a project manager that provides marketing brand strategies for my clients."
Web Design & Development
Blooming Pixel Creatives
We are a creative agency committed to helping your business thrive. From start-ups to multi-million dollar companies, we help our clients showcase their unique specialties and work with them to build cohesive, long-lasting brands. We transform each business’s online presence into a luxurious space designed to capture leads, sell products, and book clients with ease.
Banking
Columbia Bank
Columbia Bank is a Northwest community bank headquartered in Tacoma, Washington, with comprehensive solutions and expertise to meet the evolving needs of businesses and individuals.